Gonzobanker

AUGUST 15, 2024

This suite of systems can take banks from chaotic and fragmented operations to a smart, scaled future. In a previous Gonzo post I wrote how the leaders of Smarter Banks need to replace daily hustle with a focus on building scalable “systems.” Building great systems requires design thinking, cultural change and a ton of hard work.

System 78

System Analytics Management Compliance 78

Independent Banker

FEBRUARY 28, 2023

Illustration by The Laundry Room/Stocksy Customer data fuels efficient and effective marketing these days. Andrew Catalano, Austin Williams While most community banks aren’t yet using first-party data for marketing purposes to grow revenue and retain customers, experts say those willing to invest in the effort can reap big rewards. “To

Community Bank 129

Community Bank Community Marketing Data 129

PYMNTS

DECEMBER 16, 2016

Though many financial institutions recognize the opportunity to help middle-market businesses automate their AP payments, they have not been able to fully capitalize on the opportunity. Here the elusive payments opportunity meets or, in fact, doesn’t meet, the elusive audience: accounts payable automation for middle-market firms.

Marketing Automation 100

Marketing Automation Marketing Cards Payments 100

Perficient

DECEMBER 14, 2020

So you’ve purchased Marketo Engage to improve your marketing-to-sales relationship and are eager to start implementing the system, but your missing key data points, like email addresses. How do you solve for this missing data and still reap the benefits of your Marketo system?

How To 340

How To Data Marketing Automation Case Study 340

Perficient

JULY 10, 2020

Achieving these commitments will require clinical, marketing, and operations teams partnering more closely together and in a way they never have before. As we anticipate continued disruption on the horizon, we must assess every system’s readiness to nimbly respond amid continued bouts of this crisis. The $200B question.

US 522

US Marketing Automation Marketing System 522

Perficient

MARCH 15, 2021

As we continue our series of posts on making HIPAA work for you, I am going to address a common problem we hear from health care marketers: “My board/boss/CMO/Legal Counsel says we cannot use patient data for marketing communications.”. So what’s a modern, data-driven marketer to do? This is a tough one. HIPAA is serious.

Data 493

Data Marketing Community System 493

Perficient

DECEMBER 8, 2020

My previous blog pointed out that the Legacy CRM systems that have been a mainstay in healthcare for decades are quite different from the Enterprise platforms that have become the norm. Can they retain some combination of both systems? As a result, healthcare marketers didn’t always get much respect.

Marketing 332

Marketing Tools Marketing Automation Management 332

PYMNTS

SEPTEMBER 7, 2016

Revel Systems , the maker of an iPad point-of-sale management tool for brick-and-mortar retailers, food businesses and other industries, announced on Tuesday (Sept. 6) it is partnering with Punchh , a provider of mobile engagement, CRM and marketing automation technologies for restaurant chains.

System 100

System Customer Experience Marketing Automation Mobile 100

Perficient

JULY 12, 2022

What does your brand portray to the market? Integrate and optimize your systems and processes, and use the right tools to enhance productivity. Consider: Marketing automation through Salesforce Marketing Cloud extends the capabilities of the Financial Services Cloud across digital touchpoints.

Industry 294

Industry Branding Customer Experience Marketing Automation 294

Perficient

JULY 21, 2023

Data Cloud can be used to unify data from a variety of sources, such as CRM systems, marketing automation platforms, and third-party data providers. This can help businesses gain a 360-degree view of their customers and make better decisions about marketing, sales, and customer service. Generate personalized content.

Industry 221

Industry Data Training Technology 221

Gonzobanker

SEPTEMBER 21, 2018

As banks and credit unions pour gasoline on their direct outreach, Adobe’s announced acquisition of Marketo shows us just how hot digital marketing automation is right now. For those not in the know, Marketo is a system vendor that automates lead management including email, mobile, social, digital ads, web management and analytics.

Marketing Automation 100

Marketing Automation San Francisco Conference Marketing 100

Perficient

AUGUST 21, 2020

As you start to research what’s available in the market, you find that there are hundreds of potential systems, all at different price points and all that claim to be the best solution. Evaluating vendors and systems against those requirements can be challenging when you only get surface-level information from the vendors.

System 332

System Meeting Management Analysis 332

Perficient

JULY 19, 2023

Regional insurance carriers, often operating in a highly competitive market, face numerous challenges in attracting and retaining customers, such as a lack of brand awareness and distribution breadth. Personalized Customer Interactions AI-powered systems enable regional insurance carriers to deliver personalized customer experiences.

Regional 221

Regional Customer Experience Strategy Policies 221

Perficient

FEBRUARY 22, 2023

The next offering for adoption within automation is more human-like Advance AI, which is being referred to as Autonomous Enterprise. This is a form of intelligence that can monitor system environments, make decisions, and take actions using contextual awareness while eliminating the need for a human to be in the loop.

Trends 474

Trends North Carolina Customer Experience Charlotte 474

Perficient

OCTOBER 20, 2020

The Drupal Cloud is the suite of tools that enhance site building in Drupal and Marketing Cloud is the suite of tools that enable extended marketing functionality like personalization and marketing automation. Acquia Drupal Cloud Enhancements. Site Studio Page Builder.

Conference 294

Conference Tools Marketing Automation Marketing 294

PYMNTS

JULY 23, 2018

ClientWhys , a provider of marketing automation software and marketplace for cloud accounting and tax industries, has launched a new small business accounting marketplace. According to CPA Practice Advisor , CountingWorks will help U.S. According to CPA Practice Advisor , CountingWorks will help U.S. Through Aug.

social media 101

social media Taxes Marketing Automation Software 101

William Mills

MAY 11, 2017

Marketing Today. 55% of B2B marketers say they are unclear on what content marketing success or effectiveness looks like, and that’s understandable since the sheer volume of activities alone can be overwhelming, including: Blogging; Social Media including Facebook, LinkedIn, Twitter, Google+, etc.; Sales intelligence.

Marketing 45

Marketing social media Software eBook 45

William Mills

JULY 12, 2016

With the evolution of content marketing, today’s buyers are not relying solely on the assistance of salespeople in the same way they have in the past. Today, fintech companies have the technology they need to make this easily happen by simplifying the integrated sales and marketing plan.

Marketing 40

Marketing Case Study Marketing Automation Fintech 40

William Mills

JANUARY 14, 2016

Content marketing has rapidly emerged as a key marketing strategy within the fintech industry in a relatively short time. I vividly remember my content marketing conversations with clients in early 2014. Our clients had no idea what content marketing or HubSpot encompassed. 2015 was a content marketing tsunami.

Marketing 41

Marketing Fintech Marketing Automation Marketing Strategies 41

PYMNTS

JANUARY 30, 2019

Corporate consulting company Accenture is debuting its SynOps enterprise automation technology five years in the making, a tool that reports said could accelerate some organizations’ shift away from human capital or re-allocate human talent to more strategic roles.

Tools 115

Tools Marketing Automation Training Operations 115

PYMNTS

NOVEMBER 2, 2016

The company also has plans to invest in both artificial intelligence and marketing automation systems to help optimize nonprofit and charity crowdfunding campaigns. “We Classy CEO and cofounder Scot Chisholm told TechCrunch the company will use the new funding to increase hiring, development and global expansion.

San Diego 100

San Diego Marketing Automation Software Online 100

FICO

NOVEMBER 29, 2022

Rising risk exposure, changing personal circumstances and a continually evolving financial picture mean they need to adapt at speed, at scale, as their market dictates - or even quicker. Instead, it’s time to embrace new ways of working and doing business, to flex and adapt with changing global markets and customer expectations.

Customer Experience 52

Customer Experience Meeting Analytics System 52

Gonzobanker

JUNE 26, 2019

Financial institutions looking for tangible value from a new CRM platform should know two things: 1) real-world stories of lessons learned and successes of early adopters are a great source of intelligence and guidance, and 2) implementing a CRM system will prove more challenging than anyone expects. Digital & Marketing.

Idaho 119

Idaho Michigan System Lending 119

Gonzobanker

MAY 14, 2018

Financial Brand Forum , an exponentially growing event now in its fifth year – targeted at the morphing worlds of financial marketing, sales and service – is a well-oiled machine with several coats of highly buffed wax. Marketing automation provider Marquis and its clients were talking up execution capabilities from its recent DocuMatix.

Branding 117

Branding Industry Apple Marketing 117

Gonzobanker

JANUARY 29, 2018

According to recent research What’s Going On In Banking 2018, 64% of mid-size bank and credit union executives don’t believe their marketing strategies are future ready. Let’s define delivery here as the way the customer interacts with sales, marketing and service processes across the bank. What’s to be done?

Analytics 98

Analytics Resources Strategy Marketing Strategies 98

The Financial Brand

FEBRUARY 11, 2015

Content and customer data is often managed across siloed systems, and overlapping technologies aren’t integrated with existing marketing automation and CRM systems. It’s not uncommon for branch employees to have to log into multiple different platforms to manage their local marketing programs. Marketing'

Marketing 12

Marketing Marketing Automation System Management 12

Gonzobanker

DECEMBER 5, 2018

Marketing: Q2Smart being a first step toward marketing automation, aligning bank products and user behavior to create audiences to more effectively target offers. All these mashups could turn out as wins for banks and credit unions that have partnered systems. A new flex of integration muscle will be needed.

Fraud 101

Fraud Austin Fintech Lending 101

Cisco

MAY 5, 2021

Cisco’s guiding principle is to deliver architecturally integrated platforms that enable institutions to build resilient digital businesses – and with the inclusion of imimobile we’re as excited as our customers to build next generation client interaction systems with them. It’s central to what we do, but more so, how and why we do it.

Customer Experience 122

Customer Experience Branding Tools Strategy 122

William Mills

JANUARY 18, 2018

Marketing has evolved over the years from strictly brand awareness to include more lead generation and sales nurturing activities. A recent HubSpot report supports this, with 63 percent of marketers indicating that generating traffic and leads is their top challenge, essentially the Holy Grail for marketers.

eBook 41

eBook Marketing Automation Marketing social media 41

PYMNTS

MAY 26, 2017

Currently the market is incredibly volatile and uncertain,” CEO Bahram Nour-Omid told PYMNTS. We not only have a product that helps businesses succeed in an increasingly disruptive market, but we also have a team that is dedicated to helping businesses build real, long-lasting relationships with their customers.

Branding 103

Branding Community Survey Data 103

Independent Banker

FEBRUARY 28, 2022

Kathy Strasser of IncredibleBank is evaluating marketing campaign management platforms. We asked several banking leaders how they’ve employed fintech to ramp up their marketing campaigns, hone their analytic strategies and gain new patrons in the process. Their ability to market and add banking functionality … is a natural fit.”.

Fintech 136

Fintech Marketing Community Bank Community 136

Perficient

MARCH 3, 2021

In the previous blog we discussed the basics of Email Studio in the Salesforce Marketing Cloud. Likewise, in A/B testing for Email Studio we send two versions of your Marketing Cloud Email Studio communication to two different test audiences from your subscriber lists. We have covered: Content creation. Subscriber behavior.

Marketing 322

Marketing Data Groups Maine 322

Gonzobanker

OCTOBER 13, 2020

These metrics monitor activity across a bank’s website; marketing automation, digital account and loan origination platforms; and digital banking platforms. Banks should also review how well their digital platform capabilities compare to others in the market such as NCR, Q2, Alkami, Fiserv, FIS, Jack Henry and Temenos.

Strategy 146

Strategy Digital Banking Digital Strategies Mobile 146

PYMNTS

MAY 17, 2017

To add to that marketing enigma — if a merchant does make it down the conversion path, if the payment process is complicated, consumers may still abandon the transaction altogether. All in all, finding success as an online merchant today is complicated business.

Tools 122

Tools Google Online Payments 122

William Mills

AUGUST 23, 2018

Lead generation is a key goal in every company’s marketing strategy, but focusing all of your attention on generating leads may actually cause you to miss out on opportunities. With the right lead nurturing strategy, you can offer value to your contacts and provide your sales team with leads that are more qualified and ready to buy.

How To 42

How To Strategy Case Study Marketing 42

William Mills

NOVEMBER 1, 2016

We mostly expect CIOs and CTOs to expand their technology infrastructure each year, even if modestly, to address new industry challenges, widen their growth potential or enter into new market opportunities. For your marketing and PR teams? A true academic by trade, he currently oversees the marketing strategy for the Wilmington, N.C.-based

Technology 40

Technology US Customer Experience Marketing 40

Fintech Labs Insights

JULY 22, 2015

CoreIQ is a marketing automation system developed by Onovative that speeds onboarding and broadens cross-selling opportunities for community banks and credit unions. “We bring data from all their systems and keep it behind their firewall. Raised $400,000 in capital. Michael Browning is CEO and co-founder.

Technology 12

Technology Marketing San Jose Community Bank 12